Late archiving with Mobius
Late archiving hands a document image to a downstream archiving system and is performed during document export.
Kofax AP Agility Invoice processing can generate a Mobius-compliant list file for import into the Mobius archiving solution during document export.
You can configure late archiving with Mobius by following these steps..
- Open Kofax AP Agility with Administrative privileges.
-
From the menu, select
.
The IP Configuration page is displayed.
- Select Invoice Export.
- If necessary, select the Capture Profile from the list.
-
Select
CSV.
The CSV Export Settings are displayed.
-
Select
Active if it is not already selected.
If you are selecting Active for the first time, click Save.
-
Click
New and then add the following values.
Option Value Output File
Selected
Filepath
\\myMachine\MobiusImportFI
Filename
Leave blank
File Type
TXT
File Prefix
FI
Separator
Leave blank
Date Format
Leave blank
Date Separator
Leave blank
Invoice Type
NPO
Output Image
Selected
Format Line 1
REPORT-ID=FIDOC
Format Line 2
FILE=<%TND>,TYPE=TIF,"SECTION=<%ERP>"
Format Line 3
TOPIC-ID=SCANDOC,"TOPIC-ITEM=<%TNF>"
Format Line 4
TOPIC-ID=COMPCODE,"TOPIC-ITEM=<%CCO>"
Format Line 5
TOPIC-ID=VDRLINK,"TOPIC-ITEM=<%ERP>"
Line Item
Leave blank
-
Click
Save.
The new CSV export file is added to the table.
- Optionally, add additional entries for PO and NPO invoices, each with different directories if required.